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Davidson Multi-Cap Equity A (DFMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.65+0.25 (+0.77%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 30, 2024)33.30%
Worst 1 Yr Total Return (Jun 30, 2024)N/A

Risk Statistics

3 Years
DFMAXCategory Average
5 Years
DFMAXCategory Average
10 Years
DFMAXCategory Average
Alpha
-1.98-0.01
-0.15-0.01
-1.25-0.01
BETA
0.910.01
0.950.01
0.970.01
Mean Annual Return
0.670.01
1.290.01
0.960.01
R-squared
95.940.94
96.070.95
95.010.95
Standard Deviation
16.50.17
17.550.19
15.150.15
Sharpe Ratio
0.290
0.750.01
0.660.01
Treynor Ratio
4.040.03
13.370.1
9.650.1